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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (81394)11/29/1999 1:53:00 PM
From: Charles R  Read Replies (1) of 1572780
 
Kash,

<The key is that they only introduced ONE speed grade.

That means that from AMDs 0.18 micron process the parts are all 750 Mhz and above!!! >

I have followed your thory with great interest to see how this is going to pan out. I am glad your hypothesis worked and matches with emperical data.

Ignoring all the rumors anyone may have heard, it has been well known for a little while that AMD (since about Week 40 or so) is shipping pretty much all 650MHz chips for even 500s. This was on 0.25. Now, AMD would be shipping 700s or 750s in 0.18 as 500s. What irony! Great for overclocking but doesn't do much good for AMD.

<Now there is usually a bell shaped curve around the speed mid-point. With good process control that speed distribution may be plus or minus 15%.

What this means is that the bottom of the yield curve is yielding 750.

That means that AMD can ship a decent yield with a 25% speed bump. And a 25% speed bump gets us over 900Mhz. >

I am in agreement with this line of thinking.

<I don't know about 1Ghz but I now believe that AMD should be able to ship 800/850/900Mhz speed grades in Q1 2000.>

That sounds like a pretty safe bet.

<Who would have thunk it??? >

Actually a lot of people (including your truly) have been thunking that but given AMD's past most people did not want to believe that.

Chuck
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